Aptus Capital Advisors’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,391
Closed -$785K 519
2020
Q4
$785K Buy
+3,391
New +$785K 0.04% 185